TIAA
Wealth Management Advisor - Portland, OR
Portland, OR, USA
Sponsorship not specifiedDetected 96 days ago
AccessibilitySalesBusiness DevelopmentCommunicationCollaborationCFA
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odds of building a lasting career here
34Risky
Cap-exempt (no lottery)0
Sponsors this role70
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- For more than 100 years, TIAA has delivered it for millions of people.
- We're fighting harder than ever before for our clients and the many Americans who need us.
- They influence every decision we make and how we work together to serve our clients every day.
Responsibilities
- At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges.
- We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One.
- Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.
- Accessibility Support
- TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
- Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
Requirements
- 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
Compensation
- $100,000/yr - $110,000/yr
- Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.
- In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits
- That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
- To learn more about your benefits, please review our Benefits Summary.
- Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
- Bring a thoughtful, creative, and entrepreneurial approach to practice growth - always centered on what's best for your clients
Company info
- Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.
- We equip our associates with future-focused skills and AI tools that enable us to advance our mission.
- Together, we are fighting to ensure a more secure financial future for all and for generations to come.
Equal opportunity
- We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
- Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
- If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
- Phone: (800) 842-2755
This listing is sourced directly from TIAA's careers page and normalized into a canonical job model.